See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,433 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,227 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,351 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,312 | $89,436+31.2% | $164,813-28.8% | $77,643+51.1% |
| Participation rate | 91.0% | 78.6%+12.4pp | 78.6%+12.4pp | 70.6%+20.5pp |
| Annual return | 13.73% | 28.83%-15.1pp | 69.93%-56.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,151 | $2,569+22.7% | $4,341-27.4% | $2,726+15.6% |
| Participant deferral / active EE | $9,986 | $4,897+103.9% | $6,031+65.6% | $4,647+114.9% |
| Admin fee / account holder | $228 | $339-32.8% | $12,690-98.2% | $430-47.0% |